Boot Camp

Boot Camp

EBTEL’s Trust Administration Boot Camp

THURSDAY, September 23, 2021

(virtual event)

Thank you to our generous sponsors:


This all-day workshop focused on the basics of the administration of trusts.

Thank you to the following speakers:  

Agnieszka K. Adams, Roisman Henel + Adams LLP  

What is a Trust Administration, Initial Considerations, and Overview of the Trust Administration Process

Travis Neal and Nicholau W. Adams, Hartog, Baer & Hand APC

Duties and Powers of Trustees

Alex Chen, Acuña Regli

Administering a Terminating Trust: Marshalling and Distributing Assets

Jeffery B. Levi and Monica Dell’Osso, Wendel Rosen LLP

Subtrust Funding and Administering Ongoing Trusts

Leighton A. Burrey, Business Estate & Tax Attorneys, P.C.

Record Keeping and Accounting

Christina Weed, Mendes Weed, LLP

Income Taxation of Trusts, and Estate Tax Returns

Daniel B. Newbold and Janet Li, Donahue Fitzgerald LLP

Court Proceedings: Modification, Revocation, and Termination of Trusts; Heggstad Petitions

Questions?  If you have questions, please email admin@ebtel.org.